Discover our experts, whose extensive experience shapes the quality of our analyses and the reliability of our market insights.

Expertise that builds trust

Our experts

Our experts in capital market strategy

Global capital markets are constantly evolving. To create sustainable value for our clients, our strategists continuously analyse key developments across the equity, bond, commodity and currency markets. Based on these analyses, they develop clear and well-founded investment recommendations.

Ulrich Urbahn

Head of Multi Asset Strategy and Alternative Portfolio Management

A graduate in business administration (Diplom-Kaufmann) and CFA Charterholder, he has been responsible for Multi Asset Strategy & Research at Berenberg since 2017. As a voting member of the Investment Committee, he is responsible for defining the firm's strategic and tactical asset allocation. Prior to joining Berenberg, he spent many years at Commerzbank, most recently as Co-Head of Senior Cross-Asset Strategy within the Investment Banking division.

Follow on LinkedIn

Mirko Schmidt

Multi Asset Strategy & 
Research Analyst

Mirko Schmidt has been a Multi Asset Strategist at Berenberg since January 2025. Prior to joining the team, he completed the firm's Graduate Programme. In his role, he analyses global financial markets, supports the multi-asset investment process and contributes to Berenberg's capital markets publications. Mirko Schmidt holds a Master of Finance from Frankfurt School of Finance & Management.

Follow on LinkedIn

Fabian Birli

Multi Asset Strategy & 
Research Analyst

Fabian Birli has been a Multi Asset Strategist at Berenberg since October 2025. He supports the team in generating investment ideas and contributes to capital markets publications for our clients. Prior to joining Berenberg, he spent several years working in the interest rates and foreign exchange research team at an independent research provider in London. He graduated top of his class with a degree in economics.

Follow on LinkedIn

How our view is formed

Our house view is more than the sum of individual assessments. It is the result of a disciplined process in which our capital markets and economics teams regularly exchange and discuss their analyses, combining them into a consistent overall perspective for our clients. This disciplined approach ensures that all relevant perspectives are taken into account, providing our clients with a comprehensive and robust foundation for their investment decisions.

Do you have questions for our experts?

Our insights are intended to provide guidance and support. Whether you have a specific question about the markets or would like personalised advice on your investment strategy, we would be pleased to hear from you.

Contact us now